Overview
Financial Advisor Jobs in George, Western Cape, South Africa at LMB Wealth
Title: Financial Advisor
Company: LMB Wealth
Location: George, Western Cape, South Africa
We are offering an exciting opportunity for motivated Financial Advisors and Brokers to become part of our team.
As a well-established financial services firm, we are looking for Financial Advisors and Brokers who are driven to build their own legacy within the firm and excels at building client relationships, driving revenue, and delivering strategic financial solutions that empower clients to achieve their goals while contributing to overall business success.
Role Description
This is an on-site Financial Advisor/Broker role based in Johannesburg, Pretoria, Cape Town, Mossel Bay and George. The Financial Advisor/Broker will provide clients with comprehensive financial planning services by analysing their financial situation, goals, and needs. Responsibilities include offering expert advice on retirement planning, investments, and financial products tailored to individual situations. Strong client relationship management and the ability to stay updated on market changes are crucial to the role.
Qualifications & Skills:
- Bachelor’s degree in finance, Economics, Business, or a related field / or NQF 5 in Wealth management
- Successfully completed RE5 exam / or in process of completing RE5 exam
- Proven track record of success in a sales-driven role with 2 + years of experience.
- Own Vehicle and Valid drives license
- Own laptop and uncapped internet connection
- High ethical standards and a commitment to client confidentiality.
- Excellent interpersonal and communication skills to build trust and rapport with clients.
- Demonstrated ability to identify and seize business opportunities.
Added benefits to Established Financial Advisors:
> Dedicated paralegal to assist with transfer/transition of your current book and/or client base
> Dedicated tele sales to assist with calling of existing client and/or new clients and/or leads
Package & Remuneration
We provide a competitive, performance-based commission structure designed to recognize and reward your sales achievements. Your overall compensation package, Commission, including benefits, will be tailored to reflect your experience, skills, and potential. In addition, we are committed to your professional growth through robust training and ongoing development opportunities within the financial services sector. You’ll also be part of an energetic, diverse team that values collaboration, innovation, and mutual support.